International Paper Company

NYSE:IP Aktierapport

Börsvärde: US$16.8b

International Paper Förvaltning

Förvaltning kriterier kontrolleras 4/4

Vi har för närvarande inte tillräcklig information om VD:n.

Viktig information

Andy Silvernail

Verkställande direktör

US$14.8m

Total ersättning

VD-lön i procent6.74%
Anställning som VD2yrs
Ägande av VD0.009%
Ledningens genomsnittliga anställningstid3.8yrs
Styrelsens genomsnittliga mandatperiod7.2yrs

Senaste uppdateringar av ledningen

Recent updates

International Paper: Reduced Outlook Still Has Downside Risk (Downgrade)

Apr 30

IP: European Containerboard Price Increases Will Support Future Margin Upside

Analysts have trimmed International Paper's implied fair value estimate from $57.80 to $48.00, reflecting reduced P/E assumptions and a higher discount rate, even as they point to slightly stronger revenue growth and profit margin expectations supported by recent Street research on containerboard pricing and industry demand trends. Analyst Commentary Recent Street research on International Paper has featured a mix of price target revisions and rating changes, but there are several clear positive threads that bullish analysts continue to highlight.

IP: Containerboard Pricing Shifts And Planned Split Will Shape Turnaround Path

Analysts have reduced the International Paper fair value estimate from $40.00 to $38.00, reflecting a series of recent price target cuts and more cautious views on containerboard pricing, even as forecasts for revenue growth and profit margins remain supported by selective positive commentary on European price moves. Analyst Commentary Recent Street research around International Paper has turned more guarded, with several bearish analysts trimming price targets and reassessing the risk profile around containerboard pricing, capital allocation, and execution on planned initiatives.

IP: European Containerboard Price Increases Will Support Turnaround Execution

The updated analyst price target for International Paper edges down by $0.40 to $46.47, as analysts balance recent conflicting signals in containerboard pricing with supportive commentary around European price increases and ongoing research coverage across the sector. Analyst Commentary Recent research on International Paper highlights a mixed picture, with bullish analysts pointing to supportive price actions in Europe and ongoing coverage, while more cautious voices focus on near term pricing pressure in U.S. containerboard and execution risks around the company’s transformation efforts.

IP: Earnings Will Benefit From European Containerboard Price Increases And Turnaround Execution

The analyst price target for International Paper has moved slightly lower to $46.87. Analysts point to mixed containerboard pricing signals, modestly higher revenue growth assumptions, a lower profit margin outlook, and a higher future P/E multiple to support the updated view.

IP: Linerboard Pricing And Planned Split Will Shape Turnaround Execution

Analysts have made a modest upward adjustment to their International Paper price targets, generally nudging estimates by around $1 as they balance the recent $20 per ton linerboard price decline and sluggish demand with expectations that disciplined supply management and potential price increases could support slightly better margins and revenue. Analyst Commentary Recent research on International Paper reflects a mixed backdrop, with a clear split between cautious and more constructive voices.

IP: Planned Split And Sector Pricing Risks Will Pressure Execution

Analysts made a modest upward adjustment to their consolidated price target on International Paper, with changes generally within a $1 range. This reflects mixed views that balance slightly stronger long term margin and growth assumptions against recent rating shifts and updated expectations for sector pricing and the planned company split.

International Paper's (NYSE:IP) Dividend Will Be $0.4625

Feb 15
International Paper's (NYSE:IP) Dividend Will Be $0.4625

IP: Future Corporate Split And Plant Closures Will Shape Execution Risks

Our updated analyst price target for International Paper moves to US$40.00 from US$42.10, as analysts factor in more conservative assumptions on revenue growth and profit margins, while still recognizing support from recent target moves and rating changes across the Street. Analyst Commentary Recent Street research on International Paper reflects a mix of support and caution, with several firms revisiting their price targets and ratings as they reassess execution risks, industry conditions, and the impact of the planned split on near term visibility.

IP: Supply Discipline And 80/20 Turnaround Will Support Future Margin Upside

Narrative Update on International Paper Analysts have modestly reset their expectations for International Paper, with a blended Street price target moving into the mid US$40s to low US$50s range as they factor in mixed views on near term packaging volumes, disciplined supply management supporting containerboard pricing, and execution risks around the company’s 80/20 turnaround and ongoing transformation. Analyst Commentary Recent research updates on International Paper show a cluster of price targets in the low to mid US$40s up to just above US$50.

IP: Earnings Will Improve As $1.5B Asset Sale Drives Portfolio Reset

Analysts have modestly reduced their price target on International Paper by about $0.70 per share, reflecting slightly lower fair value and growth assumptions, while still acknowledging strategic portfolio actions and a potential inflection in margins and profits. Analyst Commentary Recent Street research on International Paper reflects a mixed but generally constructive outlook, with some analysts highlighting improving strategic execution and others cautioning that expectations still embed meaningful risk.

IP: Portfolio Refocus And Facility Closures Will Drive Margin Upside

Analysts have trimmed their fair value estimate for International Paper from $63.00 to $57.80 per share. More cautious revenue growth assumptions are offset only partly by improved margin expectations and a lower projected valuation multiple, even as recent research highlights both tangible portfolio actions and lingering skepticism on the pace of the turnaround.

IP: Earnings Will Strengthen As $1.5B Portfolio Sale And Closures Progress

Analysts nudged our fair value estimate for International Paper higher by about $1 to approximately $48 as they balance emerging evidence of profit and margin improvement from strategic portfolio actions against lingering skepticism over the pace and durability of demand and pricing recovery. Analyst Commentary Bullish analysts view International Paper as moving closer to a strategic inflection point, with portfolio simplification and cost actions beginning to support a more durable improvement in earnings power.

IP: Profitability Will Advance As $1.5B Asset Sale Nears Completion

International Paper's analyst price targets have seen both upgrades and reductions recently, with changes ranging roughly from a $1 increase to a $5 decrease. Analysts cite improving profitability initiatives alongside mixed expectations for future growth and operational execution.

IP: Margin Recovery Will Accelerate As $1.5B Divestiture Nears Completion

International Paper’s analyst price target has been revised down from $52.20 to $47.16, as analysts adjust expectations in response to slower forecasted revenue growth and ongoing operational challenges. Analyst Commentary Recent research on International Paper reflects a mix of optimism and caution as analysts assess the company’s ongoing transformation and its operating outlook.

Analysts Weigh Optimism and Concerns as International Paper Faces Strategic Shifts and Valuation Changes

International Paper's analyst price target has edged lower from $53.35 to $52.20, as analysts cite more measured revenue growth expectations and the need for successful execution of strategic initiatives to support sustained profitability. Analyst Commentary Recent Street research presents a mix of cautious optimism and ongoing concerns regarding International Paper's strategy, valuations, and future growth trajectory.

International Paper's (NYSE:IP) Dividend Will Be $0.4625

Oct 18
International Paper's (NYSE:IP) Dividend Will Be $0.4625

Sustainable Packaging And Automation Will Reshape Global Markets

International Paper's analyst price target has shifted downward, moving from $54.33 to $53.35 per share. Analysts point to more moderate revenue growth expectations and a cautious outlook on near-term demand and execution risks.

International Paper's Investor Day Causes Justified Optimism

Mar 27

International Paper: Working To Grow Sustainable Packaging With Strategic Investments

Feb 14

International Paper: Self-Help And An Improving Market Enable Further Upside

Nov 29

International Paper Stock: Not Trading On Fundamentals

Sep 17
User avatar

Decisive Shifts And Operational Optimizations Set To Revitalize Profitability And Market Share

Implementing an 80/20 operating system and focusing on profitable growth is anticipated to significantly boost profitability and earnings.

The Combination Of International Paper + DS Smith Is Overpriced

Jul 05

International Paper: The Market Has Overpriced It As A Standalone Business

Jun 28

Analys av ersättningar till VD

Hur har Andy Silvernail:s ersättning förändrats jämfört med International Paper:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

-US$3b

Dec 31 2025US$15mUS$1m

-US$3b

Sep 30 2025n/an/a

-US$555m

Jun 30 2025n/an/a

-US$18m

Mar 31 2025n/an/a

US$396m

Dec 31 2024US$21mUS$667k

US$725m

Ersättning vs marknad: Andy s total kompensation ($USD 14.84M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 14.60M ).

Ersättning vs inkomst: Ersättningen från Andy har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Andy Silvernail (54 yo)

2yrs
Anställning
US$14,838,324
Kompensation

Mr. Andrew K. Silvernail, also known as Andy, is Director of International Paper Company from May 16, 2024. Mr. Silvernail serves as Chief Executive Officer at International Paper since May 1,2024 and serv...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Andrew Silvernail
CEO & Chairman2yrsUS$14.84m0.0094%
$ 1.6m
Lance Loeffler
Senior VP & CFO1.3yrsUS$7.84m0.0055%
$ 926.6k
Joseph Saab
Senior VP3.8yrsUS$3.34m0.011%
$ 1.8m
Timothy Nicholls
Executive VP & President of DS Smithno dataUS$6.31m0.053%
$ 8.8m
William Hamic
EVP & President of North American Packaging Solutions6.4yrsUS$4.50m0.024%
$ 4.1m
Michael Anderson
VP & Chief Information Officerno datainga uppgifteringa uppgifter
Mandi Gilliland
Senior Director of Investor Relationsno datainga uppgifteringa uppgifter
Melissa Flores
Senior Vice President & Chief Human Resources Officerless than a yearinga uppgifteringa uppgifter
Sophie Beckham
VP & Chief Sustainability Officer6.3yrsinga uppgifteringa uppgifter
Errol Harris
VP & Treasurerno datainga uppgifteringa uppgifter
Holly Goughnour
VP of Finance & Controller4yrsinga uppgifter0.0063%
$ 1.1m
Paul Brown
Vice Presidentno datainga uppgifteringa uppgifter
3.8yrs
Genomsnittlig anställningstid
54.5yo
Genomsnittlig ålder

Erfaren ledning: IP s ledningsgrupp anses vara erfaren ( 3.8 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Andrew Silvernail
CEO & Chairman2yrsUS$14.84m0.0094%
$ 1.6m
Christopher Connor
Independent Lead Director8.6yrsUS$377.00k0.0047%
$ 793.7k
Kathryn Sullivan
Independent Director9.2yrsUS$369.15k0.0087%
$ 1.5m
Anders Gustafsson
Independent Director7.2yrsUS$362.00k0.015%
$ 2.6m
David Robbie
Independent Director1.3yrsUS$303.79k0.0016%
$ 275.8k
Ahmet Dorduncu
Independent Director15.2yrsUS$314.62k0.0076%
$ 1.3m
Anton Vincent
Independent Director5.2yrsUS$336.98kinga uppgifter
Jacqueline C. Hinman
Independent Director9.3yrsUS$356.99k0.014%
$ 2.3m
Scott Tozier
Independent Director2yrsUS$346.99k0%
$ 0
Clinton Lewis
Independent Director8.5yrsUS$356.99kinga uppgifter
Jamie Beggs
Independent Director2yrsUS$346.99kinga uppgifter
7.2yrs
Genomsnittlig anställningstid
62yo
Genomsnittlig ålder

Erfaren styrelse: IP s styrelse anses vara erfaren ( 7.2 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/03 10:59
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

International Paper Company bevakas av 29 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
David ColemanArgus Research Company
Peter RuschmeierBarclays
Stephen AtkinsonBMO Capital Markets Equity Research